NEWS & LEGAL ARTICLES

Estate Planning

Estate Planning for Singles

Singles face the inevitable as much as anyone else. You need to make your important personal decisions or the courts may do it for you.

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Estate Planning

What Happens: No Will, No Trust

Even if you have never signed a will or trust, you have an estate plan. Some of you may be asking, “How?” The answer is the state has a “default estate plan” for those without their own.

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Estate Planning

Estate Planning for Blended Families

Doing proper estate planning for a “yours, mine and ours” family presents many special challenges. This article sets forth problems and provides solutions for what spouses can do when addressing concerns related to blended families.

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Estate Planning

Is a Living Trust Right for You?

The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become very popular. Despite the popularity of the revocable trust, revocable trusts are not without their potential problems.

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Estate Planning

Trust Disputes vs. Probate

A will or living trust may also create a separate trust when one spouse dies, in order to shield up a significant portion of the estate from later estate taxes. Such trusts are designed to save money by avoiding probate fees and delays, and by deferring or reducing estate taxes.

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Estate Planning

Preventing Problems in Estate Planning

In order to discourage disappointed heirs from disputing your estate plan, you can include a “no-contest” provision that automatically cancels an heir’s inheritance if he or she challenges the distribution of your assets in any way.

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Estate Planning

State to State Estate Planning

Although a will or trust validly executed in one state should be valid in a different state, it is a good idea to have the estate planning documents reviewed.

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